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INCOME PAYMENT ELECTION FORM State Employees Retirement System CO 899 Rev. 12/2019STATE OF CONNECTICUT OFFICE OF THE STATE COMPTROLLER RETIREMENT SERVICES DIVISIONOption A 50% Spouse PART I GENERAL

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How to fill out retirement option election form

01

Step 1: Obtain a copy of the retirement option election form from your employer or retirement plan provider.

02

Step 2: Read through the form carefully to understand the various retirement options available to you.

03

Step 3: Provide your personal information, such as your full name, social security number, and contact details.

04

Step 4: Select the retirement option you wish to elect by checking the corresponding box or providing the necessary information.

05

Step 5: If required, indicate the beneficiaries or specify any additional details related to your chosen retirement option.

06

Step 6: Review the completed form to ensure all information is accurate and complete.

07

Step 7: Sign and date the form to validate your election.

08

Step 8: Submit the retirement option election form to your employer or retirement plan provider by the specified deadline.

Who needs retirement option election form?

01

Anyone who is eligible for retirement and has the option to choose from different retirement plans or options may need to fill out a retirement option election form. This includes employees of companies with retirement plans, members of pension funds, or individuals participating in government retirement programs.

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What is retirement option election form?

The retirement option election form is a document that allows individuals to choose their preferred retirement benefits and options available to them under a retirement plan.

Who is required to file retirement option election form?

Individuals who are eligible to retire and want to select their retirement benefit options are required to file the retirement option election form.

How to fill out retirement option election form?

To fill out the retirement option election form, individuals need to provide personal information, select their preferred retirement plan options, and sign the form before submission.

What is the purpose of retirement option election form?

The purpose of the retirement option election form is to document an individual's choices regarding their retirement benefits, ensuring that they receive the benefits according to their selected options.

What information must be reported on retirement option election form?

The information that must be reported on the retirement option election form includes the individual's name, social security number, retirement date, and selected retirement options.

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